Montz Harcus Wealth Management LLC Acquires 20,171 Shares of SPDR Portfolio S&P 600 Small Cap ETF $SPSM

Montz Harcus Wealth Management LLC boosted its holdings in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 7.9% in the 2nd quarter, HoldingsChannel reports. The fund owned 275,949 shares of the company’s stock after acquiring an additional 20,171 shares during the quarter. SPDR Portfolio S&P 600 Small Cap ETF comprises about 5.2% of Montz Harcus Wealth Management LLC’s investment portfolio, making the stock its 6th biggest holding. Montz Harcus Wealth Management LLC’s holdings in SPDR Portfolio S&P 600 Small Cap ETF were worth $15,914,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the business. American Trust lifted its holdings in SPDR Portfolio S&P 600 Small Cap ETF by 1.3% in the fourth quarter. American Trust now owns 16,493 shares of the company’s stock valued at $773,000 after acquiring an additional 213 shares during the period. First Trust Advisors LP grew its stake in shares of SPDR Portfolio S&P 600 Small Cap ETF by 3.4% during the 2nd quarter. First Trust Advisors LP now owns 6,653 shares of the company’s stock worth $283,000 after purchasing an additional 220 shares during the period. Retirement Planning Group LLC increased its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF by 2.8% in the 1st quarter. Retirement Planning Group LLC now owns 8,346 shares of the company’s stock valued at $403,000 after purchasing an additional 230 shares in the last quarter. Stephens Inc. AR increased its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF by 2.2% in the 4th quarter. Stephens Inc. AR now owns 11,196 shares of the company’s stock valued at $525,000 after purchasing an additional 238 shares in the last quarter. Finally, Fidelity D & D Bancorp Inc. lifted its stake in shares of SPDR Portfolio S&P 600 Small Cap ETF by 3.7% in the first quarter. Fidelity D & D Bancorp Inc. now owns 6,757 shares of the company’s stock valued at $326,000 after purchasing an additional 239 shares during the period.

SPDR Portfolio S&P 600 Small Cap ETF Trading Up 0.3%

SPSM stock opened at $56.30 on Friday. The company has a market cap of $16.91 billion, a P/E ratio of 17.02 and a beta of 1.02. SPDR Portfolio S&P 600 Small Cap ETF has a 52 week low of $43.66 and a 52 week high of $58.60. The company’s 50-day moving average price is $57.02 and its 200 day moving average price is $53.63.

SPDR Portfolio S&P 600 Small Cap ETF Company Profile

The SPDR Portfolio S&P 600 Small Cap ETF (SPSM) is an exchange-traded fund that is based on the S&P Small Cap 600 index, a market-cap-weighted index of US small-cap stocks selected by the S&P Committee. SPSM was launched on Jul 8, 2013 and is managed by State Street.